You might receive important communications through non-ProLine channels like personal phone calls or emails. Fortunately, you can add these conversations to ProLine!
Steps to Log External Communications
Follow these steps to add external communications to a project in ProLine, ensuring that all relevant information is captured accurately:
From your ProLine Dashboard click on a Project Card > Project Activity
At the bottom of the project activity section look for icons representing different communication types. Click the Plus Icon (+).
A dropdown menu will appear. Select the type of communication you want to log (e.g., Call, Text, Email).
Enter the details of the communication. For instance, if logging a text, you might describe the conversation and mention any details relevant to the project, like issues discussed or agreements made.
After entering all the necessary information, click the 'Save' button to log the communication in ProLine. This entry will now be visible in the project activity feed to team members.
Troubleshooting and Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.